If you require an advisory service, please click here
HOW WE WORK
As you have worked hard for your money, the next step is to make your money work hard for you. Our online service enables you to invest for the future with confidence. We provide as much or as little advice as you need.
Our initial advice is free, online and anonymous. We don’t ask you any more than we need to know to assess the right investments for you, until you decide to proceed further.
The benefits are just a few steps away:
• A personalised investment recommendation
• Professional portfolio management
• The ability to use your ISA allowance
• Online valuations at any time
• A service that provides regulated financial advice
Try our simplified service today and put your wealth to work. CLICK HERE for more
AN INNOVATIVE online FINANCIAL ADVICE SOLUTION FROM A modern WEALTH MANAGER
At Intelligent Wealth, we aim to help clients who want to benefit from both:
• The expertise and experience of a leading team of financial experts.
• A simple online solution to place and manage investments.
We offer a range of different investment solutions and our Client Offering will constantly be evolving over time.
To find out more or to give us a try, please CLICK HERE.
Fundamentals of investing
Why INTELLIGENT WEALTH
Intelligent Wealth is the ideal solution for you, if you want to use a simple online system to look after your investments and finances and you also want to know that you are benefiting from the expertise of a team of experienced financial planners and administrators who are behind the business.
Importantly, as an investor, you will benefit from the latest technology powering the various investment solutions Intelligent Wealth offer. Security is of paramount importance to us as is providing a simple and efficient offering.
We aim to help people who value Independent Financial Advice, but who would rather use an online system than meet or speak to financial advisers. This could be because they don't have time to meet an adviser, they like online solutions, they or indeed any number of reasons.
Unlike many independent financial advisers, we have fully embraced technology and offer our clients simple and attractive solutions to look after their finances.
We aim to make technology work for you, not you for technology!
Importantly, Intelligent Wealth is not just an online system. It is a solution for busy individuals who want to benefit from the investment and financial planning expertise of an experienced and highly qualified team with a proven track record.
Additionally, whilst Intelligent Wealth is ideal where you want a simple online solution, if you want a full advisory service, you can use our sister business Wealth and Tax Management.
Looking to get in touch? Please use the form below or give us a call or email us. We are confident you will be pleased you contacted us.
Tel 01908 523740.
17 Shirwell Crescent,
YOUR PRIVACY IS IMPORTANT TO US
Intelligent Wealth Limited is an appointed representative of Wealth and Tax Management Limited which is authorised and regulated by the Financial Conduct Authority.
Intelligent Wealth is committed to protecting the privacy of anyone using our site and the confidentiality of any information that you provide to us. The purpose of this statement is to set out how we use any personal information that we may obtain from you.
Data Protection Act 1998
We are registered under the Data Protection Act and comply with the Act in all our dealings with your personal data.
Use and collection of personal information
In general you can visit our website without telling us who you are and without revealing information about yourself. If, however, you make a comment on our site and you will be asked to provide certain information such as your contact details. We will store this data and hold it on computer or otherwise.
We may use information that you provide:
(a) to register you with our website and to administer it
(b) For reassessment and analysis, e.g. marketing, customer and product analysis, to enable us to review, develop and improve our services.
Cookies may be used by us to provide you with customised information from our website. A cookie is an element of data that a website can send to your browser which may then store it on your system. If you wish, you can usually adjust your browser so that your computer does not accept cookies. Please remember cookies do not contain confidential information such as your home address, telephone number or credit card details. We do not exchange cookies with any third party websites or external data suppliers.
We take all reasonable steps to protect your personal information. However, we cannot guarantee the security of any data that you disclose on-line and we cannot be held responsible for any breach of security unless this is due to our negligence or willful default.
You have the right to see personal data (as defined under the Data Protection Act) that we keep about you upon receipt of a written request. Any request should be sent to Technical Manager, Intelligent Wealth Ltd, 17 Shirwell Crescent, Furzton Lake, Milton Keynes, MK4 1GA.